Q1 2015 13F Holders as of 31 Mar 2015
-
Type / Class
-
Equity / PRTFLO S&P500 VL
-
Total 13F shares
-
1,236,717
-
Share change
-
+240,827
-
Total reported value
-
$124,533,595
-
Price per share
-
$100.42
-
Number of holders
-
43
-
Value change
-
+$24,157,132
-
Number of buys
-
21
-
Number of sells
-
16
Institutional Holders of SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) as of Q1 2015
As of 31 Mar 2015,
SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) was held by
43 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,236,717 shares.
The largest 10 holders included
UNITED CAPITAL FINANCIAL ADVISERS, LLC, ENVESTNET ASSET MANAGEMENT INC, STATE STREET CORP, MORGAN STANLEY, LPL Financial LLC, BANK OF AMERICA CORP /DE/, Citadel Advisors LLC, SG Americas Securities, LLC, Commonwealth Equity Services, Inc, and LADENBURG THALMANN FINANCIAL SERVICES INC.
This page lists
43
institutional shareholders reporting positions in this security
for the Q1 2015 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.